Job Title

Description Location : On site listed in the job posting. Weekly Scheduled Hours: Monday- Friday 8:30AMu20135PM Summary The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems. Essential Duties And Responsibilities u2022 Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. u2022 Extensive client contact , involved in all activities that align with prospective and existing clients u2022 Performs account maintenance including money transfer requests, address changes, etc. u2022 Serves as liaison and between sales team, compliance, and other business lines throughout the firm u2022 Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures u2022 Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation u2022 May attend client meetings, prospect meeting, and client/marketing events u2022 Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment. u2022 Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support u2022 Fulfill financial advisor requests and resolve service-related issues and inquiries u2022 Process tasks and resolve issues in a timely and accurate manner u2022 Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times u2022 Maintain a focus on continuous improvement and provides feedback on system enhancements u2022 Master technology to ensure it is being used to its full benefit. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. 0-2 yearsu2019 experience required; 2-4 yearsu2019 experience preferred 2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred 4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful 5. FINRA Licenses : Series 7, 66/63 preferred 6. Appropriate State Life & Health Insurance licenses preferred About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at (. Benefit Highlights u2022 Medical with wellness incentives, dental, and vision u2022 HSA with company match u2022 Maternity and parental leave u2022 Tuition reimbursement u2022 Mentor program u2022 401(k) with 6% match u2022 More -- /First-Horizon-National-Corporation/Careers/Our-Benefit Follow Us Facebook ( X formerly Twitter LinkedIn ( Instagram YouTube ( Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights ( notice from the Department of Labor.